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  Hourly-Based Fee-Only Financial Planning

  CPA, CA, R.F.P., CFP^®, CLU, CHS

  Questions answered, second opinions, advice on a full range of financial planning topics, no sales pitches

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   Financial Divorce Counselling  

  CFDS

  A Chartered Professional Accountant, who is also a Chartered Financial Divorce Specialist (CFDS) to explain finances before and during your negotiations

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  Advice for Business and Non-profits

  BComm, CPA, CA

  Articles on practical and important topics to run your organization, and Useful Links to find important information

Hourly-based fee-only advice

(“Fee for Service”)

Specializing in objective hourly-based fee-only financial planning and financial divorce counselling without commissions and referral fees, often called “fee for service.”  I sell no products, only my time and advice.

Use the Search box at the top right to find information on specific topics

 I am now moving towards retirement and offering limited services

You are looking for my help if you are:

• An individual looking for a second but objective opinion on your investment diversification and insurance coverage, as well as for advice on your tax, retirement, estate or other financial matters.
• Individuals who are separating and want to understand related financial implications, and /or couples who are trying to work together to understand your financial situation and want to reach a fair settlement for equalization of family assets and payment of child and/or spousal support without litigation.  I am not accepting clients who are in a litigation process or intending to go to court, other than as an “educator” on financial issues.  If you have a financial question or two on which you need clarification or counselling, please email me and I will try to assist. 

Explore my web site to find financial “knowledge” about personal financial planning, including income tax planning, marriage breakdown and business matters, as well as my credentials, experience, and my approach to helping clients.  In addition, see some miscellaneous items, such as personal awards, tourist info, etc., on my News and Other tab.

My goal is to provide you with financial planning for a balanced lifestyle – helping you enjoy today while saving for tomorrow.  I want to offer solutions that are practical, understandable and objective based on my experience, education, and interest in your well-being, with a commitment to integrity and lifelong learning. I will provide my services in a sensitive, discreet fashion on an hourly fee basis without receipt of commissions or referral fees of any kind.

Please contact me if you wish some personal advice, if you have a comment or question on my web site, or would like an educational presentation to a non-profit organization or employee group.